Can you help me with my estate plan?

Our work is designed to complement—not replace—the services of your trusts and estates attorney. We don't draft the legal documents. But through our ongoing financial advisory relationship, we stay current on family dynamics, goals, and your financial picture. Collaboration helps ensure estate, tax, and trust planning strategies are workable in practice.

I have an irrevocable trust. Can you manage the investments and work with my trustee?

Yes, with the proper authority given, Darrow Wealth Management can manage marketable securities in an irrevocable trust. We can coordinate with a family member or friend serving as trustee, spouse, independent corporate or professional trustee.

Can you help me update my accounts to align with my estate plan?

A big part of the coordination with your attorney is making sure your managed accounts are aligned with your estate plan. We will prepare the paperwork to make these updates as seamless as possible for you. This includes beneficiary designations, opening and funding trusts, updating trustees, and attaching a durable power of attorney or transfer on death (TOD) to an account.

Estate Planning

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Estate Planning as Part of Your Wealth Strategy

Tax-efficient wealth transfer is important to many high- and ultra-high-net-worth families. Whether considering lifetime gifting, revocable or irrevocable trusts, or ways to reduce a taxable estate, the Darrow Wealth Management Program offers individuals and families a complete solution for their strategic wealth plan. Darrow’s advisory team includes CERTIFIED FINANCIAL PLANNER® professionals, a licensed attorney and Accredited Estate Planner (AEP®).

Collaborating with your trusts and estates attorney helps ensure estate planning decisions are aligned with your overall financial strategy, goals, and liquidity needs, including any significant changes on the horizon. As sudden wealth advisors, we understand how a major liquidity event can upend an otherwise appropriate estate plan and trust structure.

Common estate planning conversations include:

Ways to reduce a taxable estate (federal or state)
Revocable living trusts
Irrevocable trusts (including trust planning for qualified small business stock)
Retirement plan beneficiary designations
Options to bypass probate
Estate and succession planning for business owners
Lifetime gifting to family and ways to leave a legacy
Charitable giving
Tax-efficient wealth transfer strategies, such as the step-up in basis
Planning for inherited IRA distributions
Funding your estate plan
Periodic reviews after major life changes, legislative updates, residency changes, liquidity events, or just the passage of time

Advisory Team

Our team of sudden wealth financial advisors has deep experience in tax planning, financial planning, and wealth management:

CERTIFIED FINANCIAL PLANNER® (CFP®) professionals
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA®)
Accredited Estate Planner (AEP®)
Licensed Attorney
LLM in Taxation

Fee-Only Wealth Management

As a fee-only financial advisor, we do not sell securities, insurance, or other financial products.

Fiduciary Registered Investment Advisor

A fiduciary duty means we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest act of loyalty, trust and care under the law.

Frequently Asked Questions About Estate Planning and Wealth Management

Can you help me with my estate plan?
Our work is designed to complement—not replace—the services of your trusts and estates attorney. We don't draft the legal documents. But through our ongoing financial advisory relationship, we stay current on family dynamics, goals, and your financial picture. Collaboration helps ensure estate, tax, and trust planning strategies are workable in practice.
I have an irrevocable trust. Can you manage the investments and work with my trustee?
Yes, with the proper authority given, Darrow Wealth Management can manage marketable securities in an irrevocable trust. We can coordinate with a family member or friend serving as trustee, spouse, independent corporate or professional trustee.
Can you help me update my accounts to align with my estate plan?
A big part of the coordination with your attorney is making sure your managed accounts are aligned with your estate plan. We will prepare the paperwork to make these updates as seamless as possible for you. This includes beneficiary designations, opening and funding trusts, updating trustees, and attaching a durable power of attorney or transfer on death (TOD) to an account.